HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE Ta EP F OF DEDUCTIONS AND ASSESSMENT OF TAX
'EUMOFFICE OREV-1547 EX AFP (11-14)
PO BOX 280601 L I_
HARRISBURG PA 1RL"CTTER ()F WILLS
CClIss1IJJ DATE 08-10-2015
Ms AUG 17 PM 12 u0 ESTATE OF MARTIN JOHN L
1 lDATE OF DEATH 01-24-2015
��pp CLE(�i, ��t_. FILE NUMBER 21 15-0127
SEEBE'R'PHti"i" - DWAD P COUNTY CUMBERLAND
ACN 101
S4�1J�tt &[[RL1`, ) APPEAL DATE: 10-09-2015
555 GETTYSBURG PIKE t{ (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -) RETAIN LOWER PORTION FOR YOUR RECORDS
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN JOHN LFILE NO. :21 15-0127 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,065.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 445,517.91
S. Total Assets (8) 459,582.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 33,642.23
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,04 2.64
11. Total Deductions (11) 38,684.87
12. Net Value of Tax Return (12) 420,898.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .D 0
14. Net Value of Estate Subject to Tax (14) 420,898.05
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 490.R9R.Or3 X 045 = 18,940.41
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,940.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-24-2015 CD020575 548.87 10,428.44
04-24-2015 CD020576 398.15 7,564.95
TOTAL TAX PAYMENT 18,940.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE@(1�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.